Investment Specialist
Modern Wealth Management · Mesa, AZ · 7 mo ago
On-siteFinanceFull-time
Key Responsibilities
- Aid in building, maintaining, and supporting Modern Wealth’s Nationwide Investment Platform, including both internally and externally managed investment strategies.
- Support the development, management, and ongoing maintenance of internally managed nationwide investment strategies, including asset allocation and manager/security selection, in accordance with defined investment parameters.
- Conduct in-depth investment research and due diligence on external managers and strategies, identifying industry-leading solutions for inclusion on the Nationwide Investment Platform.
- Support the investment approval, onboarding, and integration process for new strategies across the firm.
- Contribute to the continuous enhancement and scalability of the Nationwide Investment Platform.
Qualifications
- Bachelor’s degree in finance, economics, or a related field required.
- CFA designation or active CFA candidacy preferred.
- Minimum of 5+ years of experience in investment management or portfolio management within the financial services industry.
- Demonstrated expertise in financial markets, investment products, asset allocation, security analysis, and risk management.
- Strong analytical and quantitative skills with the ability to perform comprehensive investment research and due diligence.
- Prioritize adherence to regulatory requirements, compliance policies, ethical standards, and investment management best practices.